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Citrin Cooperman is among the largest, nationally recognized full-service CPA firms in the United States currently ranked in the top 25. With offices in New York, NY; White Plains, NY; Livingston, NJ; Norwalk, CT; Philadelphia, PA; Plainview, NY; Bethesda, MD; Braintree, MA; Woburn, MA; and Gujarat, India, Citrin Cooperman has steadily built its business serving a diverse and loyal clientele since 1979. Our daily mission is to help our clients focus on what counts. We enhance the business and personal lives of our clients through our customized approach which includes offering a wide range of attest, assurance, tax, and business advisory services, including valuation and forensic services, across the globe. Citrin Cooperman has deep experience in a variety of industries, including entertainment, financial services, franchising, health care, private equity, real estate, and technology. Citrin Cooperman is an independent firm associated with Moore Stephens International Limited

Client Relationship Management (CRM) expert two decades of experience including leading CRM programs at AmLaw 50 firms. I am fluent in CRM platforms and services, at ease with the technology required to ensure efficiency, and am a creative strategist with a knack for uncovering targeted cross-selling opportunities that drive business development. Currently I am leading Citrin Cooperman's CRM initiative. I am responsible for all Microsoft Dynamics-based CRM business development; reporting; training; setting firm-wide end-user policies; ensuring data privacy law compliance; and data quality assurance. Areas of Focus • Client/prospect initiatives and profiling • Pipeline reporting/analysis • Project management and implementation • Setting KPIs for ongoing CRM success • CRM strategic planning • Web-based and live training • User support • Technical writing • Outsource management • Microsoft Dynamics 365 • Marketo